Current Market Trends (2/2/2011)

Generally speaking, each of the ETFs used in Appleton Group Wealth Management’s core portfolios (Appleton Group Portfolio, Appleton Group PLUS Portfolio, and Appleton Group Tax Managed Growth Portfolio) is demonstrating a supportive rising price trend at the present time.

The market has remained cooperative over the past four months or so, and as such we have continued to remain fully invested in each of these positions. 

Strongest upward trends include U.S. real estate (IYR), commodity-based equities (XLB), U.S. value equities (IWD), and U.S. growth equities (QQQQ). 

We are seeing only slight deterioration in foreign emerging markets (VWO), and high yield bonds (JNK).  However, neither of these has deteriorated to the point that any action is required at the present time.

Click here to view the current price trends for each of the ETFs used in our firm’s core managed portfolios.

By | 2011-07-11T13:45:21+00:00 February 3rd, 2011|Market and Portfolio Commentary|Comments Off on Current Market Trends (2/2/2011)

About the Author:

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 19 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016